What PlanOK does

PlanOK is a privately held Latin American software-as-a-service company founded in 2000 and headquartered in Santiago, Chile, with regional offices in Bogotá, Colombia, and Lima, Peru. The company builds an integrated technology ecosystem for the full real-estate lifecycle, serving real-estate developers, construction firms, and property buyers primarily in Chile, Colombia, Peru, Mexico, and Costa Rica. Its platform is composed of PlanOK Comercial (a CRM managing the complete sales cycle from lead to deed), PlanOK Postventa (after-sales request, inspection, and warranty management), PlanOK Documentos (document management with version control and approval workflows), iClavis (a property-buyer portal providing 24/7 access to project information, documents, and payments), Propeler (an AI-powered CRM using WhatsApp Business for automated lead qualification, scoring, and personalized quote delivery), and B-OK (a data and market-intelligence service). The core platform is cloud-based, supports REST and SOAP APIs, and integrates with regional property portals (Urbania, Adondevivir, goplaceit.com), payments (Transbank WebPay, Niubiz, Banco BCI, among others), accounting and ERP systems, digital signing platforms, and BI/automation tools.

The business model is a recurring SaaS subscription, with core modules priced per organization rather than per user, a modular/pay-per-use offering for the Propeler AI module, a 2–4 week implementation timeline, and continuous customer training delivered through Academia PlanOK. Distribution is predominantly direct enterprise field sales supported by country-specific websites and local technical support, with a "Schedule a Demo" call-to-action across markets. PlanOK has served 250+ clients over 25 years and applies domain specialization in Latin American real-estate workflows — including localized property-portal lead ingestion, regional payment rails, and post-sale warranty processes — as its principal differentiator. The company is bootstrapped with no disclosed external funding rounds, no parent company, and no acquisition activity; key named executives are General Manager Carolina Garafulich and Commercial Director (and founder) Juan Ignacio Troncoso, with a CTO role referenced in the leadership record.

Name

PlanOK

Legal name

PlanOK

Website

https://planok.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

PlanOK is a Chilean-founded SaaS company that provides integrated sales, post-sale, document, owner-portal, and AI-powered CRM software for real-estate developers and construction firms across Latin America.

Ownership category

akta.pro rank

Headquarters

HQ city

Santiago

HQ country

Chile

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Subscription: PlanOK operates as a subscription-based SaaS model. Implementation takes 2-4 weeks. Most modules charge no per-user fees (except Propeler which uses a modular model). Free continuous training and access to Academia PlanOK are included.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

PlanOK provides a cloud-based SaaS ecosystem for the real estate and construction sector in Latin America, comprising five core modules: PlanOK Comercial (sales CRM from lead to closing), PlanOK Postventa (after-sales, warranty and inspection management), PlanOK Documentos (document management with version control and access permissions), Propeler (AI-powered CRM that qualifies leads via WhatsApp Business and prioritizes hot prospects), and iClavis (owner portal providing buyers with 24/7 access to documents, payments, and construction progress). The platform is sold primarily through direct enterprise sales with subscription-based pricing and 2-4 week implementations across Chile, Colombia, Peru, Mexico, and Costa Rica.

Product overview

PlanOK is a SaaS ecosystem offering five integrated platforms for the complete real estate lifecycle in Latin America. The core portfolio consists of PlanOK Comercial (CRM for sales management), PlanOK Postventa (after-sales management), PlanOK Documentos (document management), Propeler (AI-powered CRM with automated lead qualification), and iClavis (owner portal). B-OK provides data and analytics services. The platform connects prospection and post-sale operations, serving clients in Chile, Colombia, Peru, Mexico, and Costa Rica with over 25 years of experience and 250+ clients.

Differentiator

Problem solved

Functional benefit

Brands

• iClavis: Portal de Propietarios (owner portal) system that connects with PlanOK Commercial and Postventa systems. Provides clients with online access to business information, documents, images, payment details, construction progress updates, and personalized support. Also branded as IClavis and PVI (Portal de Viviendas IClavis).
• Propeler
• B-OK
• PlanOK Comercial
• PlanOK Postventa
• PlanOK Documentos (PlanOK Documental)

Products and services

• PlanOK Comercial Real estate CRM that manages the complete sales cycle from lead capture to deed closing for property developers and sales teams. Includes contact management, task assignment, automated notifications, quotation handling, real-time inventory control, and client current account management. Centralizes leads from property portals, social media, websites, and sales rooms.
• PlanOK Postventa After-sales management system for real estate developers that centralizes service requests, schedules and coordinates site visits, manages warranties, automates technician appointments, and generates satisfaction reports. Includes digital signature capabilities and allows property owners to make requests 24/7 with automatic updates.
• PlanOK Documentos Document management system for real estate projects providing unlimited users, personalized access controls, document structures, version control, approval workflows, and access tracking. Designed to manage thousands of critical documents including plans, permits, and contracts while avoiding errors from outdated versions.
• Propeler AI-powered CRM that qualifies leads, automates tasks, and controls the entire real estate sales process. Uses AI for automated WhatsApp Business conversations, lead scoring, personalized quote delivery with open/shared tracking (Cotización Viva), and intelligent recommendations on which leads to contact and when.
• iClavis (Portal de Propietarios) Owner portal that connects directly with Commercial and After-Sales systems, providing property buyers with 24/7 online access to business information, documents, images, payment details, construction progress updates, marketing campaigns, referred programs, and personalized support. Enables developers to centralize, communicate with, and fidelize their clients.
• B-OK

Quantifiable outcome

• 20% improvement in customer satisfaction and up to 30% increase in productivity for companies implementing digital post-sale technologies (per McKinsey study cited by PlanOK)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration45 records

AI capability5 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• DocusigncoreTechnology or IntegrationDigital signature integration for contract and document signing workflows, enabling paperless real estate transactions.
• ZapiercoreTechnology or IntegrationAutomation platform integration allowing clients to create custom workflows connecting PlanOK with thousands of other applications without coding.
• WhatsApp BusinesscoreTechnology or IntegrationAI-powered lead qualification through WhatsApp Business integration in Propeler module, enabling conversational lead capture and automated scoring.
• Camacol (Cámara Colombiana de la Construcción)minorGTM or Marketing PartnerIndustry association partnership providing credibility and market access in Colombia's real estate construction sector.
• CChC (Cámara Chilena de la Construcción)minorGTM or Marketing PartnerIndustry association membership in Chile providing credibility and industry reporting collaboration for market intelligence.
• ASEIminorGTM or Marketing PartnerAssociation partnership providing industry recognition and networking within the Chilean and Latin American real estate ecosystem.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Wasi: LATAM real estate platform offering agency management, CRM, and listing tools across Spanish-speaking markets. Competes with PlanOK for developer and agency customers and is already part of PlanOK's integration ecosystem.
• Tokko Broker: LATAM PropTech providing real estate CRM, websites, and transaction management for agencies and developers. Closely comparable feature set to PlanOK Comercial with similar SMB/enterprise positioning in Spanish-speaking LATAM.
• Buki: Mexican PropTech CRM and management platform for real estate agents and developers. Comparable product surface to PlanOK Comercial and a regional competitor as PlanOK expands into Mexico.
• Hauzd: LATAM PropTech platform providing marketing, CRM, and management tools for real estate agencies and developers. Directly comparable to PlanOK Comercial as a developer/agency CRM with overlapping Spanish-speaking LATAM customer base.

Broad incumbents

• VTS: Commercial real estate leasing and asset management platform. Comparable as a real estate vertical SaaS incumbent in the leasing/sales workflow, though focused on commercial rather than residential development.
• Buildium: US property management SaaS for residential portfolios, now part of RealPage. Comparable vertical SaaS for real estate operators, though primarily US-focused and residential-property-centric versus PlanOK's developer/agency focus.
• Yardi: Global incumbent in real estate and property management software serving commercial and residential portfolios. Comparable category (real estate SaaS) at vastly larger scale; provides broad benchmarking for PlanOK's vertical specialization.

Emerging players

• Tuhabi: Mexican real estate digital platform serving developers and buyers with sales and project marketing tooling. Comparable LATAM developer customer segment and PropTech orientation to PlanOK.

Regional players

• Inmovilla: Spanish real estate CRM and property management software serving agencies and developers in Spain. Closely comparable product surface to PlanOK but primarily competing in Spain rather than LATAM.
• Properati: LATAM real estate marketplace operating across multiple Spanish-speaking countries. Comparable regional reach and developer/agency customer base, though primarily a listing portal rather than a workflow SaaS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/planok-s.a.
• Instagraminstagram.com/planoklatam
• Xx.com/planok_cl
• Facebookfacebook.com/PlanOK.Latam

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PlanOK